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Modern UX - Cost Plan segments are wrongly formatted in XOG file if "Period" is changed in "View Options"


Article ID: 208251


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


Steps to reproduce this issue are as below.

1. Navigate to the Modern UX

2. Create a new project. Provide Department and Location to it to associate it with an entity

3. Navigate to "Financials" tab and create a new Cost Plan. Provide the following inputs in addition to Name and ID:
 a. "Transaction Class" as the grouping attribute 
 b. "Period Type" = "Monthly"
 c. Let the Start be January of 2021
 d. Let the end date be December of 2021

4. Navigate to the Details of the Cost Plan
 a. Select a Transaction Class
 b. Populate all the cells with a random number

5. XOG Out the Cost Plan (and save into say costplan.xml). A sample XOG Call would look like below
<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi=""
  <Header version="13.0" action="read" objectType="costPlan" externalSource="NIKU"/>
    <Filter name="investmentCode" criteria="EQUALS">PR2001</Filter>

6. XOG In the xml from Point 5 (costplan.xml) back into the system

7. Using "View Options" change "Periods" to "Quarters"

8. Edit one of the Quarters now, and provide a different number

9. Repeat steps 5 and 6

Expected Results: No errors are obtained in Step 9

Actual Results: XOG In fails with the following error message:
          <Description>Valid Fiscal Period does not exist for start and end dates for plan detail.</Description>


Due to a defect with ID DE59720.


Version: 15.9.1


This issue is fixed in version 15.9.2.